Morton Brown Family Wealth, LLC
ALLENTOWN PA · SEC CIK 0001909851
$4.41亿2026Q2 申报市值
416持仓数
79.7%前十大占比 · 第一大 28.0%
133 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHB 加仓+$705.58万
MUB 加仓+$295.55万
VEA 加仓+$178.97万
AVUV 加仓+$178.81万
SCHR 加仓+$151.05万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$25.01万
EXXON MOBIL CORP 清仓-$19.54万
CAPL 减仓-$14.16万
IJH 减仓-$13.43万
NOC 减仓-$10.33万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES COM | $9,346 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9,174 | 0.00% | 85 | -28 | -24.8% | -$3,022 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $9,086 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $8,948 | 0.00% | 124 | 24 | 24.0% | $1,732 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $8,702 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $8,667 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $8,490 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $8,288 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $8,237 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $7,992 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $7,948 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $7,818 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7,764 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $7,502 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $7,447 | 0.00% | 25 | 25 | — | $7,447 | 新建仓 |
| SAP | SAP SE SPON ADR | $7,397 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $7,190 | 0.00% | 14 | 6 | 75.0% | $3,081 | 加仓 |
| BROS | DUTCH BROS INC CL A | $7,181 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,158 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,658 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6,415 | 0.00% | 23 | 3 | 15.0% | $837 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $6,363 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $6,034 | 0.00% | 20 | 20 | — | $6,034 | 新建仓 |
| FRPT | FRESHPET INC COM | $5,912 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $5,683 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $5,498 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO SHS | $5,211 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $5,076 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $4,957 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $4,767 | 0.00% | 12 | 2 | 20.0% | $794 | 加仓 |
| HSY | HERSHEY CO COM | $4,737 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $4,606 | 0.00% | 19 | -108 | -85.0% | -$2.62万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $4,471 | 0.00% | 15 | 15 | — | $4,471 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,422 | 0.00% | 46 | 7 | 17.9% | $673 | 加仓 |
| MO | ALTRIA GROUP INC COM | $4,317 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $4,277 | 0.00% | 207 | -57 | -21.6% | -$1,178 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $4,265 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $4,173 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $4,109 | 0.00% | 51 | -161 | -75.9% | -$1.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,011 | 0.00% | 8 | 6 | 300.0% | $3,008 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,979 | 0.00% | 2 | 2 | — | $3,979 | 新建仓 |
| PEP | PEPSICO INC COM | $3,927 | 0.00% | 29 | 21 | 262.5% | $2,844 | 加仓 |
| CAVA | CAVA GROUP INC COM | $3,924 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3,879 | 0.00% | 22 | 22 | — | $3,879 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3,796 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $3,575 | 0.00% | 9 | 9 | — | $3,575 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $3,500 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $3,285 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $3,211 | 0.00% | 23 | 23 | — | $3,211 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $3,037 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $2,689 | 0.00% | 10 | 4 | 66.7% | $1,076 | 加仓 |
| LIN | LINDE PLC SHS | $2,595 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,574 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $2,547 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $2,432 | 0.00% | 16 | 3 | 23.1% | $456 | 加仓 |
| TJX | TJX COS INC NEW COM | $2,424 | 0.00% | 16 | 16 | — | $2,424 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $2,296 | 0.00% | 5 | -20 | -80.0% | -$9,184 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $2,292 | 0.00% | 25 | 11 | 78.6% | $1,008 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $2,289 | 0.00% | 3 | 3 | — | $2,289 | 新建仓 |
| SNDK | SANDISK CORP COM | $2,274 | 0.00% | 1 | 1 | — | $2,274 | 新建仓 |
| AME | AMETEK INC COM | $2,177 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $2,160 | 0.00% | 3 | 3 | — | $2,160 | 新建仓 |
| OSK | OSHKOSH CORP COM | $2,149 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2,131 | 0.00% | 5 | 5 | — | $2,131 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $2,090 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1,880 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1,799 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1,764 | 0.00% | 8 | 4 | 100.0% | $882 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1,753 | 0.00% | 12 | 12 | — | $1,753 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $1,710 | 0.00% | 23 | 23 | — | $1,710 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,691 | 0.00% | 5 | 5 | — | $1,691 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $1,677 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,653 | 0.00% | 62 | 3 | 5.1% | $80 | 加仓 |
| NEM | NEWMONT CORP COM | $1,588 | 0.00% | 17 | 17 | — | $1,588 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1,542 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $1,536 | 0.00% | 10 | 10 | — | $1,536 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,501 | 0.00% | 4 | 4 | — | $1,501 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,500 | 0.00% | 9 | 9 | — | $1,500 | 新建仓 |
| PLD | PROLOGIS INC. COM | $1,490 | 0.00% | 11 | 11 | — | $1,490 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1,468 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1,465 | 0.00% | 19 | 19 | — | $1,465 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1,455 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1,446 | 0.00% | 10 | 10 | — | $1,446 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1,381 | 0.00% | 15 | 15 | — | $1,381 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1,368 | 0.00% | 10 | 10 | — | $1,368 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1,344 | 0.00% | 6 | 6 | — | $1,344 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,322 | 0.00% | 4 | 4 | — | $1,322 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,278 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1,258 | 0.00% | 4 | 4 | — | $1,258 | 新建仓 |
| FDX | FEDEX CORP COM | $1,253 | 0.00% | 4 | 4 | — | $1,253 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $1,205 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $1,189 | 0.00% | 7 | 7 | — | $1,189 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $1,170 | 0.00% | 3 | 3 | — | $1,170 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,151 | 0.00% | 36 | 36 | — | $1,151 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1,148 | 0.00% | 5 | 5 | — | $1,148 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $1,142 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1,135 | 0.00% | 5 | 5 | — | $1,135 | 新建仓 |
| URI | UNITED RENTALS INC COM | $1,133 | 0.00% | 1 | 1 | — | $1,133 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $1,120 | 0.00% | 5 | -5 | -50.0% | -$1,120 | 减仓 |